SBI Cards – Reported Profits vs Economic Profits
Reported financials have to follow accounting guidelines when they are presented to investors. However, while analyzing, it …...
SIP Investing – An Odd(s) Study – Part 2 – Returns vs. Valuations
This is a follow up on our study in Sep-19 on Systematic Investment Plans (SIPs) and odds …...
A Healthcare Company – High on Accounting Steroids
We recently worked on a company operating hospitals and healthcare centers in India. While low penetration of …...
From the Prodigal Son to the Black Sheep?
Recently, while working on the Indian arm of a global engine manufacturing company (hereinafter referred to as …...
SIP Investing – An Odd(s) Study
I came across this chart over the internet which suggests that instances of negative returns decreases with …...
Managing a Business with High Governance Standards and Wise Capital Allocation – Not Everyone’s cup of Tea
The less prudence with which others conduct their affairs, the greater the prudence with which we should …...
Ill-Fated Cruise – A Travel Company That Had Shown Warning Signs
In God we trust. For everybody else, we stand by our QoE analysis. Here’s a follow-up on …...
Getting Rich vs. Staying Rich – Understand Investor Categories
When you look at the investing community, there are basically two kinds of investors – those who …...
Minimising Downside Risk with Holistic Business and Fundamental Analysis
Introduction “History doesn’t repeat itself but it often rhymes” – a quote said to have been penned …...